Urban Outfitters
URBNleaderUrban Outfitters operates three distinct apparel brands (Urban Outfitters, Anthropologie, Free People) plus the fast-growing Nuuly clothing rental service, targeting young-to-mid adult lifestyle consumers.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($5.42B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Women's apparel, accessories, and home décor for 28-45 year-old women — highest-margin brand.
Fashion, home, and music for 18-28 year-olds — edgy, culturally connected assortment.
Bohemian women's apparel including the FP Movement activewear sub-brand.
Clothing rental subscription service — 250,000+ subscribers renting from 700+ brands monthly.
Supply Chain Relationships
Macro & Market Context
프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화
미국 소매판매 증감 (MoM)
소비자신뢰지수 (Conference)
명품 시장 성장률 (글로벌)
전자상거래 침투율
Upcoming Catalysts
Latest News
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of Urban Outfitters.
Company Info
Sector Overview — 소비재 (경기민감)
Sector News프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화
미국 소매판매 증감 (MoM)
소비자신뢰지수 (Conference)
명품 시장 성장률 (글로벌)
전자상거래 침투율
Key Themes
- •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
- •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
- •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅
Upcoming Catalysts
- ◆Amazon·Tesla Q1 실적 (2026.04~05)
- ◆중국 5.4월 소매판매 데이터